LUZ OCASIO Tax Associate

luzocasio@hotmail.com 954-699-7931 SUMMARY: Passionate and highly qualified tax associate with extensive knowledge of tax law, compliance and Federal income tax procedures. ACCOMPLISHMENTS: Guided low income tax payers with effective saving and tax planning strategies by getting them involved in the step by step filling process, as a result taxpayers became less intimidated by the tax filling procedure and instead had a renewed respect for our tax laws and the benefits they provide. EDUCATION Master of Taxation Nova Southeastern University, Ft. Lauderdale, FL GPA 3.33 Bachelor in Business Administration, Accounting Major University Of Puerto Rico, Aguadilla, PR GPA 3.20 TAX RELATED EXPERIENCE Individual Tax Preparer Self-employed Conducted tax compliance for individuals and self-employed tax payers Guided Tax preparers on how to structure their financial affairs to optimize tax avoidance Assisted tax preparers with notices from the IRS and conduct research accordingly

March 2013

May 2003

Tax Seasons 2009-Present

Tax Associate II Tax Seasons 2005 2008 HR Block, New York/Florida Prepared each tax return by conducting a computerized tax interview with each tax payer Responsible for the accurate completion of an individuals return. Adhered to tax laws and its policies paying special attention to credits and self-employed returns(Schedule C) Calculated AGI and tax liability and attach all schedules and work sheets to return. ACCOUNTING EXPERIENCE A/R Specialist December 2008 Present Cross Country Home Services, Fort Lauderdale, FL Keep all deposits updated by maintaining a production log on a computer spreadsheet Code and enter cash receipts transactions in the general ledger Execute accounts receivable reporting enhancements and reconciliation procedures Junior Staff Accountant March 2007 August 2008 PPI Group, Fort Lauderdale, FL (Publishing company for all major cruise lines) Accurately and quickly posted over $25,000 daily to multiple merchants accounts Contacted merchants by phone and or mail in order to determine reason for overdue payments Prepared accounts receivable reports for upper management review, reconcile accounts. A/R Specialist/Bookkeeper August 2005 February 2007 Bennett Auto Supply, Fort Lauderdale, FL Responsible for over 100 charge accounts; Code/Post funds received Monitored accounts through various reports during the month to reduce account aging Researched payment discrepancies and reconcile accounts;

Kept rapport with store managers regarding their customer accounts A/R Clerk September 2004 July 2005 JWIN Electronics, Port Washington, NY Entrusted to deposit in excess of $10,000 cash and $100,000 in checks daily Posted payments to accounts ensuring accuracy; Investigated all charged backs with diligent follow-up Issued Credit and Debit memos accordingly SKILLS Computer: Oracle, Turbo Tax, Tax wise Microsoft Office (Word, Excel, PowerPoint, Outlook) Language: Bilingual Fluent in English and Spanish